Pricing

Free for what should be free.

We charge where we create something you can't get anywhere else. Form ADV is public; vendor and service-provider info is browsable. We don't gate things you can find elsewhere — and we don't ask you to 'request a demo' to learn what we cost. RIA Ascent is freemium for RIAs; advanced features compose as add-ons; marketplace and provider plans apply only when you actively transact or list.

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For every RIA

Surface 1 — Free RIA core

Free, forever. No credit card.

All seven pathways
RIAAS Score and benchmarking opt-in
Vendor & service-provider directories (browse)
Firm profile management
Lightweight valuation and revenue forecasting
Ascent IQ — individual firm lookup and firm-to-firm comparison
Secure data controls and consent management

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Surface 2 — Advanced add-ons (à la carte)

Stay on the free plan. Unlock individual capabilities as you need them. Each add-on launches with its own price.

Advanced valuation

More confidence tiers, peer comparisons, buyer-interest indicators.

Advanced revenue forecasting

Scenario modeling and richer projections.

Ascent IQ analytics

Aggregate analytics, cohort insights, data export.

CRM integrations

Coming soon

Sync ADV intelligence into your CRM.

AI-assisted analysis

Coming soon

Reporting, summarization, comparative analysis.

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Active marketplace participation

Surface 3 — Role-based plans

When you actively buy, sell, or list, a role plan applies. Additive, not a replacement.

For RIAs acting as Seller

Seller Standard

Marketplace listing, analytics, platform-mediated communication.

Seller Enhanced

Premium placement, marketing support, priority facilitation.

For Buyers & Acquirers

Buyer Professional

Verified listings, standard search, capped active pursuits.

Buyer Enterprise

Priority access, custom matching, unlimited pursuits, dedicated support.

Success fees apply on platform-facilitated deals (tiered by level of involvement).

For Technology Providers

Basic Directory

Listing, lead capture, monthly reports.

Enhanced Matching

Automated matching, qualified leads, analytics.

Premium Partnership

Featured placement, co-marketing, account support.

For Service Providers

Professional Listing

Directory presence, specialization metadata, basic lead tracking.

Enhanced Visibility

Priority matching, detailed profile, analytics.

Strategic Partnership

Featured placement, co-branded content, BD support.

For Intelligence Users (separate plan)

Intelligence

Ascent IQ analytics, export, API for non-RIA researchers.

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Pricing for each plan is published when the plan ships.

Join the waitlist to be notified.

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Free for what should be free.